Shelley Johnson, CPAMost people pause on that second one. They give generously, often to causes they've supported for years, but they give the same way they always have: a check or a credit card payment near the end of the year.
Shelley Johnson, CPAEvery year, right around this time, I start asking my clients the same question: “What would you do differently if you could restart this year with what you know now?” Here are three questions I'd encourage you to sit with before Q4 begins.
Shelley Johnson, CPAAI tools have made a lot of things faster and easier. Tax planning is not one of them. Not entirely, anyway. And understanding where the line is could save you from a costly mistake.
Shelley Johnson, CPAYour estate plan and your tax strategy are not separate documents. They are part of the same financial story. And when they're not aligned, families often discover the cost too late.